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Holistic Planning’s Tesla TSLA Stock Holding History

Holistic Planning’s Portfolio TSLA Stock Details TSLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Buy
4,315
+466
+12% +$192K 0.32% 68
2025
Q4 		$1.73M Buy
3,849
+258
+7% +$114K 0.37% 56
2025
Q3 		$1.6M Buy
3,591
+1,109
+45% +$385K 0.42% 49
2025
Q2 		$788K Buy
2,482
+256
+12% +$77.1K 0.23% 81
2025
Q1 		$577K Buy
2,226
+313
+16% +$104K 0.2% 90
2024
Q4 		$773K Buy
1,913
+175
+10% +$56.3K 0.28% 69
2024
Q3 		$455K Buy
1,738
+116
+7% +$26.5K 0.19% 89
2024
Q2 		$285K Hold
1,622
– – 0.22% 88
2024
Q1 		$285K Sell
1,622
-499
-24% -$97.5K 0.22% 88
2023
Q4 		$527K Buy
+2,121
New +$504K 0.44% 57

Other funds holding TSLA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Holistic Planning's TSLA Position: Q1 2026 in Review

Holistic Planning increased its Tesla (TSLA) stake by 12% in Q1 2026, buying an estimated $192K and bringing the position to 4,315 shares worth $1.6M. The position accounts for 0.32% of the portfolio, ranked #68.

Holistic Planning first reported a position in TSLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.73M in Q4 2025. 4,174 funds tracked by Wall St. Rank hold TSLA as of Q1 2026.

  • Holistic Planning held 4,315 shares of Tesla worth $1.6M as of Q1 2026.
  • Holistic Planning bought 466 Tesla shares in Q1 2026, an estimated $192K.
  • Tesla made up 0.32% of Holistic Planning's portfolio in Q1 2026, its #68 holding.
  • Holistic Planning first reported a position in Tesla in Q4 2023 and has held it in 10 quarters since.
  • Holistic Planning's Tesla position peaked at $1.73M in Q4 2025.
  • 4,174 funds tracked by Wall St. Rank held Tesla as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.